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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

868 hedge funds and large institutions have $8.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 367 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-10
Holders Change %
-1.14%
% of All Funds
11.64%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.55%
New
85
Increased
367
Reduced
304
Closed
74
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$249K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$750M
2
Raymond James Financial
2
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B
4
LPL Financial
4
LPL Financial
California
$997M
5
AssetMark Inc
5
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$2.44M
2
RBA
2
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
4
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFAM
601
Center For Asset Management
Florida
$322K +$30.1K +670 +10%
SCM
602
Sebold Capital Management
Illinois
$322K – – –
WF
603
Welch & Forbes
Massachusetts
$319K +$7.97K +187 +3%
PFS
604
Prospera Financial Services
Texas
$317K -$16.7K -391 -5%
KOC
605
Koss-Olinger Consulting
Florida
$315K -$84.3K -1,978 -21%
FB
606
Fulton Bank
Pennsylvania
$311K +$17.6K +413 +6%
VDBMI
607
Van Den Berg Management I
Texas
$310K -$28.7K -674 -8%
FHC
608
First Heartland Consultants
Missouri
$309K +$91.2K +2,140 +42%
KFGK
609
Keystone Financial Group (Kentucky)
Kentucky
$308K +$13.9K +327 +5%
CJ
610
Caitlin John
Michigan
$306K +$306K +7,188 New
RIA
611
Regal Investment Advisors
Michigan
$306K +$306K +7,182 New
RBA
612
Richard Bernstein Advisors
New York
$305K -$71.6M -1,681,048 -100%
GL
613
Graypoint LLC
New York
$305K -$2.64K -62 -0.9%
AWA
614
Acorn Wealth Advisors
Michigan
$303K +$303K +7,112 New
APA
615
Astoria Portfolio Advisors
New York
$303K +$303K +6,923 New
GIM
616
Glenmede Investment Management
Pennsylvania
$301K +$301K +7,062 New
HFS
617
Hopwood Financial Services
Virginia
$300K -$2.39K -56 -0.8%
CSIC
618
Clifford Swan Investment Counsel
California
$299K +$43 +1 +0%
NCM
619
Noesis Capital Mangement
Florida
$298K +$42.4K +995 +17%
IFPG
620
Intrepid Financial Planning Group
Indiana
$298K +$7.58K +178 +3%
CA
621
Continuum Advisory
Idaho
$296K +$33.7K +792 +13%
OE
622
October Effect
Virginia
$296K +$296K +6,938 New
SPC
623
Sigma Planning Corp
Michigan
$293K +$23.3K +546 +9%
OC
624
Optima Capital
Oregon
$293K +$1.24K +29 +0.4%
WAG
625
Wallace Advisory Group
California
$293K +$5.83K +143 +2%
23 24
25
26 27